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David at Imperial Beach  

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  • Wall Street Breakfast: Microsoft Profit Stung By Sluggish Windows [View article]
    Windows 8 is so bad they renamed Windows 8.2 and called it Windows 10. 8+2 = 10.
    Jan 27, 2015. 10:28 AM | 4 Likes Like |Link to Comment
  • Taxi Medallions Are Safe Because Uber Will Implode [View article]
    People don't really make decisions like you think they do. If they see a late model Uber car nicely cared for they have no suspicion whatsoever that it is unsafe. But if they see a dirty taxi that's got a few parking lot dents in it and maybe a some interior trim missing, and grimy and smelly inside, then's when they start to get suspicious about the abilities of the driver and start questioning their personal safety. I've never yet seen a potential passenger asking a taxi driver to get out his driver's license, taxi medallion, and insurance papers for inspection, let alone poring over the fine print of the policy.
    Jan 26, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • Taxi Medallions Are Safe Because Uber Will Implode [View article]
    A hitchhiker does not hire a car because he does not pay for his ride. Therefore he is just another private passenger in a private vehicle.
    Jan 26, 2015. 02:20 PM | Likes Like |Link to Comment
  • Taxi Medallions Are Safe Because Uber Will Implode [View article]
    What's clear is that municipal administration of taxicabs is anti-competitive and anti-consumer. It's the real target of Uber.
    Jan 26, 2015. 02:19 PM | 4 Likes Like |Link to Comment
  • Tesla Motors to introduce new models in China [View news story]
    Such remarks serve only as displays of ignorance. You obviously have no idea how conveniently electric cars can be charged.
    Jan 26, 2015. 01:51 PM | 10 Likes Like |Link to Comment
  • Tesla Motors to introduce new models in China [View news story]
    Chinese executives as a rule are not overly tall. If they find Audis adequate for limo service, then the Model S should do fine.
    Jan 26, 2015. 01:46 PM | 4 Likes Like |Link to Comment
  • Tesla Motors to introduce new models in China [View news story]
    Wake up CP! The Model S already has five passenger seating!
    Jan 26, 2015. 01:40 PM | 6 Likes Like |Link to Comment
  • Microsoft details Windows 10, promises free upgrades [View news story]
    Actually, Nadella made the Windows team scrap the Windows 9 that Ballmer had started.
    Jan 21, 2015. 04:17 PM | Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    The above is mostly unreliable propaganda.

    Be aware that in a precious metals bear market silver falls much faster than gold, which is why it's currently where it is (71:1) relative to gold. Industrial demand for silver has fallen sharply, along with copper, nickel, aluminum, etc.

    Silver in a precious metals bull market should rise faster than gold. If you feel that precious metals have finally found their bottom, then go ahead and buy silver if you want to.
    Jan 21, 2015. 03:42 PM | 7 Likes Like |Link to Comment
  • The U.S. Hasn't 'Decoupled' And There Ain't No Giant 'Oil Tax Cut' [View article]
    The Fed well-deserves all the bashing it gets, and then some. They never seem to learn that excesses get punished slowly but excessively. Every recession/depression is first preceded by a period of sloppy monetary expansionism by the Fed. The Fed loves to throw a party, but the hangovers are getting severe. It will continue to happen though, so David Stockman is Don Quixote tilting at windmills. The rewards and adulation are much greater for the firefighter who saves your cat from a burning house than the fire inspector who cites you for your unsafe flammables. The Fed will continue to throw gigantic parties and we'll continue to suffer gigantic hangovers.
    Jan 20, 2015. 07:55 PM | 2 Likes Like |Link to Comment
  • In Praise Of Price Discovery-- The Market Is Off Its Lithium [View article]
    No clue what the last chart is supposed to represent. Draghi's credibility?
    Jan 20, 2015. 07:35 PM | Likes Like |Link to Comment
  • The Swiss: Frankly Europe, We Don't Give A Damn [View article]
    "a close referendum to back its currency with gold"? The gold initiative obtained only 22.7% of the votes. That doesn't rate as close, I don't care who you are.

    For me, part of the surprise is that after that overwhelming victory at the polls, the SNB chose to voluntarily abandon the policy that gave rise to the referendum initiative in the first place. They could have avoided the expense of the referendum and the campaign to defeat it if they had acted earlier.
    Jan 20, 2015. 05:27 PM | Likes Like |Link to Comment
  • Why We Need A Little Amazon Right This Very Minute [View article]
    Bezos angelic? Come again?
    Jan 20, 2015. 01:13 PM | 3 Likes Like |Link to Comment
  • SPDR Gold Trust assets surge [View news story]
    Yeah gold! I said last year that the gold market was in equilibrium at $1300 and excursions below that were unjustified. We're back!
    Jan 20, 2015. 12:40 PM | 1 Like Like |Link to Comment
  • What Did Tesla Tell Its Analysts And Largest Shareholders? [View article]
    The linked Bloomberg video makes clear that no new disclosure was ever intended. What Musk said should have been no surprise to anybody since it was entirely in line with everything the company has said on more formal occasions. The company cannot control the fact that analysts have their own ideas and prefer to publish those ideas rather than what the company has actually said.

    What has the company consistently said that is equally consistently being ignored? Tesla says it master plan is to minimize capital requirements by reinvesting the earnings from the Roadster to grow the company and develop and bring to market the Model S and X. (They did just that.) In turn, the earnings from the Model S and X will be reinvested in the Model 3. Along the way, of course, the global Tesla organization must grow significantly to support the more mass market vehicles. Thus, it should come as no surprise if there are no reportable returns to investors (GAAP or otherwise) until after the Model 3 is established in the market. Elon Musk's remarks and clarifications are entirely consistent with that context. (It should be noted that the gigafactory is an explicit exception to this strategy in that it required an additional debt issuance in order to be in production in time for the Model 3.)

    The author makes a mountain out of a molehill. If he (or any investor) has genuine questions he or she should avail themselves of Tesla Investor Relations and find out the answers to their questions instead of writing accusatory articles in Seeking Alpha.
    Jan 20, 2015. 12:26 PM | 34 Likes Like |Link to Comment
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